Brandywine Managers’s Advanced Micro Devices AMD Stock Holding History

Brandywine Managers’s Portfolio AMD Stock Details AMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.44M	Hold	7,098	–	–	0.85%	9
2025 Q4	$1.52M	Hold	7,098	–	–	0.75%	11
2025 Q3	$1.15M	Hold	7,098	–	–	1.1%	13
2025 Q2	$1.01M	Sell	7,098 -800	-10%	-$87.1K	1%	16
2025 Q1	$811K	Hold	7,898	–	–	0.97%	17
2024 Q4	$954K	Hold	7,898	–	–	1.01%	16
2024 Q3	$1.3M	Buy	7,898 +599	+8%	+$91K	1.39%	11
2024 Q2	$1.18M	Hold	7,299	–	–	1.25%	12
2024 Q1	$1.32M	Hold	7,299	–	–	1.3%	10
2023 Q4	$1.08M	Hold	7,299	–	–	1.18%	11
2023 Q3	$750K	Hold	7,299	–	–	1.27%	16
2023 Q2	$831K	Sell	7,299 -800	-10%	-$83.2K	0.55%	23
2023 Q1	$794K	Hold	8,099	–	–	0.56%	23
2022 Q4	$525K	Hold	8,099	–	–	1.83%	17
2022 Q3	$513K	Hold	8,099	–	–	1.69%	23
2022 Q2	$619K	Hold	8,099	–	–	1.52%	17
2022 Q1	$886K	Buy	+8,099	New	+$967K	1.53%	14
2018 Q4	–	Sell	-15,100	Closed	-$466K	–	47
2018 Q3	$466K	Hold	15,100	–	–	0.2%	24
2018 Q2	$226K	Sell	15,100 -1,200	-7%	-$15.3K	0.09%	32
2018 Q1	$164K	Hold	16,300	–	–	0.09%	33
2017 Q4	$168K	Buy	16,300 +1,300	+9%	+$15.2K	0.05%	32
2017 Q3	$191K	Buy	+15,000	New	+$196K	0.06%	31

Other funds holding AMD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Brandywine Managers's AMD Position: Q1 2026 in Review

Brandywine Managers held its Advanced Micro Devices (AMD) position steady in Q1 2026 at 7,098 shares worth $1.44M. The position accounts for 0.85% of the portfolio, ranked #9.

Brandywine Managers first reported a position in AMD in Q3 2017 and has held it in 22 quarters since. The position peaked at $1.52M in Q4 2025. 3,166 funds tracked by Wall St. Rank hold AMD as of Q1 2026.

Brandywine Managers held 7,098 shares of Advanced Micro Devices worth $1.44M as of Q1 2026.
Brandywine Managers left its Advanced Micro Devices share count unchanged in Q1 2026.
Advanced Micro Devices made up 0.85% of Brandywine Managers's portfolio in Q1 2026, its #9 holding.
Brandywine Managers first reported a position in Advanced Micro Devices in Q3 2017 and has held it in 22 quarters since.
Brandywine Managers's Advanced Micro Devices position peaked at $1.52M in Q4 2025.
3,166 funds tracked by Wall St. Rank held Advanced Micro Devices as of Q1 2026.

Based on Brandywine Managers's 13F filing for Q1 2026, filed 14 May 2026.